-42.2%
RIG vs TRI
+196.2%
-238.4%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.7% | -3.4% | -2.2% |
| 7D | -3.1% | -7.9% | +4.8% | -0.9% |
| 30D | -0.5% | -4.5% | +4.0% | +0.4% |
| 3M | -6.0% | +22.1% | -28.1% | -13.3% |
| 6M | -10.1% | -2.8% | -7.4% | -11.5% |
| YTD | +37.3% | -23.4% | +60.7% | +46.4% |
| 1Y | +73.9% | -41.5% | +115.5% | +107.4% |
| 3Y | -30.2% | -19.2% | -11.0% | -32.2% |
| 5Y | +62.5% | -9.4% | +71.9% | +44.7% |
| All | -42.2% | +196.2% | -238.4% | -72.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded TRI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling